David Bogner Cpa, Cva Email & Phone Number

Miami, Fl, Us

CBIZ Private Equity Advisory is the premier transaction, transition, and transformation solutions partner for middle-market private equity firms and their operating companies. With experience serving over 400 private equity firms and 3,000 portfolio companies across North America, CBIZ Private Equity Advisory delivers deal advisory and performance management & improvement services at every stage of the investment lifecycle. CBIZ Private Equity Advisory designs and executes solutions focused on supporting investors and executives in optimizing outcomes and returns.

Dallas/Fort Worth Area

15 years of experience conducting business valuations and financial analysis for startup & M&A, SBA lending (SOP 50 105 H Compliant), traditional bank lending, gift, estate, and income tax compliance, commercial litigation, domestic legal proceedings, buy-sell agreements, succession planning, and fair value for financial reporting.

Dallas/Fort Worth Area

Consult to and assume leadership positions, including COO, CFO and CIO, for medium and large-cap clients in multiple industries. Company is a boutique firm of senior business and consulting professionals that specialize in operational turnarounds, corporate restructuring and financial performance improvements in urgent, high impact and time constrained situations.Also provided portfolio management advisory services regarding the acquisition and management of various companies acquired by a private equity groups. Performed all due diligence, asset valuation and assisted with purchase negotiations.

Served as turnaround specialist, developing Global Business Analysis that provided swift, factual assessment of underlining business situations, including review of cash flow, capital structure, product offerings, customer services, debt capacity, operational flows, reporting systems and controls and management team skill sets. LECG is a global expert services and consulting firm with approximately 1,100 experts and professionals in 39 global locations providing independent expert testimony, financial advisory services, original authoritative studies, strategic advisory, and tax, assurance, and business consulting services to clients including Fortune Global 500 corporations, major law firms, and local, state, and federal governments and agencies in the US, Central and South America, Europe, and Asia Pacific.

A startup created by Johnson & Johnson, Essilor International, American Optometric Association (AOA) and Transition Lenses to take the eyecare industry to the next level by delivering speed, efficiency, and connectivity of the Internet to all participants in the eyecare industry - enhancing productivity and profitability with a single resource to serve their informational, educational, and commerce needs.Worked directly with key eye care professionals, retail chains, ophthalmic laboratories, industry software providers in various countries including in United States, Canada, Mexico, England, France, Ireland, Germany, Spain, and Japan. Some of the major integrations involved: Johnson & Johnson, Essilor International, Lens Crafters, Pearle Vision, Luxottica, Nikon Lens, Marchon, Wal-Mart, and WebMD.